Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$328,132
-$373,269 QoQ
Shares Held
963
-55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,566
of 2,131 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Abacus Planning Group, Inc. holds $1,367,000 across 3 Insurance - Property & Casualty names. CB ranks #3 (24.0% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,132 | 963 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $701,401 | 2,152 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $642,342 | 2,058 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $572,403 | 2,028 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $588,711 | 2,032 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $520,328 | 1,723 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $389,030 | 1,408 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $365,101 | 1,266 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $305,330 | 1,197 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $302,145 | 1,166 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $263,516 | 1,166 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $235,243 | 1,130 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $222,599 | 1,156 | Shares | Sole | 2023-07-07 | |
| No filing history on record for this holder in this stock. | ||||||